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Highline Wealth Partners’s Okta OKTA Stock Holding History

Highline Wealth Partners’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32K Hold
39
– – ﹤0.01% 844
2026
Q1 		$3.07K Sell
39
-3
-7% -$249 ﹤0.01% 886
2025
Q4 		$3.63K Sell
42
-29
-41% -$2.53K ﹤0.01% 664
2025
Q3 		$6.51K Sell
71
-69
-49% -$6.44K ﹤0.01% 509
2025
Q2 		$14K Hold
140
– – ﹤0.01% 282
2025
Q1 		$14.7K Buy
+140
New +$13.7K 0.01% 244

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Highline Wealth Partners's OKTA Position: Q2 2026 in Review

Highline Wealth Partners held its Okta (OKTA) position steady in Q2 2026 at 39 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Highline Wealth Partners first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.7K in Q1 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Highline Wealth Partners held 39 shares of Okta worth $5.32K as of Q2 2026.
  • Highline Wealth Partners left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #844 holding.
  • Highline Wealth Partners first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • Highline Wealth Partners's Okta position peaked at $14.7K in Q1 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.